Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
+$5.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$179M
3
+$131M
4
BND icon
Vanguard Total Bond Market
BND
+$128M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$119M

Top Sells

1
+$123M
2
+$83.9M
3
+$76.3M
4
ABT icon
Abbott
ABT
+$49M
5
AMZN icon
Amazon
AMZN
+$13M

Sector Composition

1 Technology 6.72%
2 Healthcare 4.16%
3 Financials 3.95%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
– –
-9,831
2102
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-58,240
2103
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-62,081
2104
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-13,141
2105
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-27,283
2106
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-74,482
2107
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-6,277
2108
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-2,432
2109
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-2,986
2110
– –
-10,859
2111
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-11,523
2112
– –
-4,100
2113
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-13,332
2114
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-95,374
2115
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-21,007
2116
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-10,665
2117
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-1,641
2118
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2119
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-5,030
2120
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-30,946
2121
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-5,084
2122
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-28,481
2123
– –
-1,486
2124
– –
-1,312
2125
– –
-89,279
83 84
85
86 87